Kenneth Shea

Kenneth Shea, a Senior Consumer Products Analyst at Bloomberg Intelligence, dives into the cannabis sector's turbulence, highlighting the struggles of companies like Curaleaf and Tilray amid weak valuations and potential asset sales. Erik Schatzker, Editorial Director of Bloomberg New Economy, discusses the implications of tariffs and deficits under Trump's economic strategy, referencing insights from Scott Bessent. The conversation unveils the shifting dynamics in both the cannabis and economic landscapes, offering a unique perspective on industry challenges and policy impacts.

Kenneth Shea, a Senior Consumer Products Analyst at Bloomberg Intelligence, delves into the latest earnings and strategies of Coca-Cola and Philip Morris. He discusses Coca-Cola's exciting new product launch featuring U.S. cane sugar while analyzing the drop in Philip Morris's shares due to underwhelming shipment numbers for Zyn nicotine pouches. The conversation also touches on the evolving landscape of meme stocks, highlighted by Kohl's stunning 105% stock surge propelled by retail traders and social media excitement.

In a dynamic discussion, Poonam Goyal, a Senior E-Commerce Analyst, evaluates Nike’s leadership change and its impact on retail strategies. Financial Advisor Sarah Ponczek shares insights on the market landscape and investment outlook amidst rate cuts. Kenneth Shea, a Consumer Products Analyst, explores M&A trends in the beverage industry, while James Abate, a finance Managing Director, provides a market check-up. Together, they dissect the evolving strategies that companies are adopting in response to market fluctuations and consumer trends.